+46.0%
ASML vs WY
-6.9%
+53.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.4% | +2.0% | -0.5% |
| 7D | -2.9% | +0.2% | -3.0% | -2.8% |
| 30D | -15.2% | +8.0% | -23.2% | -15.2% |
| 3M | -12.9% | -17.7% | +4.8% | -10.7% |
| 6M | -5.0% | -10.8% | +5.7% | -4.8% |
| YTD | +41.8% | -10.6% | +52.4% | +41.5% |
| 1Y | +46.0% | -5.7% | +51.8% | +46.0% |
| All | +46.0% | -6.9% | +53.0% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling